MIND THE AGE GAP. Retirement decisions are always complex. But they can be doubly so when a big age gap between spouses means wide variations in retirement dates, life expectancy,…
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How to Plan for Retirement Overseas
Interest by retirees moving abroad has been growing for some time, but it’s not a move that should be made hastily. The benefits include warmer weather, reduced living costs and…
Retirement Confidence Gap for Married and Unmarried Women
It’s no secret that the gender wage gap has remained remarkably obstinate for our lifetime and, inevitably, becomes a significant shortfall at retirement. While divorced, widowed women are more likely…
Why You Should Never Delay Retirement Planning
Americans’ finances are being squeezed as inflation pushes up prices on things such as rent, groceries and gasoline. As a result, many are putting off saving for retirement. But the…
What’s Your Retirement Confidence Level?
The pandemic and global economy has altered the lives of every American. Confidence in retirement starts with recognizing that today’s financial behaviors and progress made toward financial goals affect tomorrow’s…
Portfolio Management During Volatility
It’s no secret the financial markets have taken a beating, as reflected in ongoing volatility. For investors, looking at daily market returns can be unsettling. Despite these issues, we believe…